Staff Schedule Rules

Form ID: (FS202001)

You can use this form to enter a new schedule rule for a particular staff member, or to view and modify an existing schedule rule.

Tip:

This form opens from the Staff Schedule Rules (FS4010PL) form when you click Add New Record on the form toolbar or click a link in the Staff Schedule Nbr. column.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Generate Staff Schedules	Opens the Generate Staff Schedules (FS500400) form, where you can generate the schedule.
Roll Back Schedule Generation	Cancels the generated staff schedule. This command is available only if the staff schedule has been generated for a staff member. When you click this button, the system cancels the previously generated staff schedule, so that you can update schedule settings, and generate the schedule once again.

Summary Area

In this area, you can define a new schedule and its settings, or select an existing schedule and view its settings.


Element	Description
Staff Schedule Nbr.	The unique identifier assigned to the staff schedule in accordance with the numbering sequence specified in the Staff Schedule Numbering Sequence box on the Service Management Preferences (FS100100) form.
Staff Member	The staff member the schedule rule applies to.
Branch	The unique identifier of the branch where the staff member works.
Branch Location	The identifier of the branch location (physical location from which the staff member might depart to attend the appointments).
Description	A description of the schedule rule.

Scheduling Time Section

In this section, you define the work time of the staff member.


Element	Description
Start Date	The date from which the schedule is generated; this is also the date the staff member can start perform the services (at the times specified in the schedule rule).
End Date	The end date of the range when the schedule is generated; this is also the last date the staff member can perform the services. This box is available only if the Enable Expiration Date check box is selected on this form.
Enable Expiration Date	A check box that (if selected) makes the End Date box available so you can specify the end date of the schedule rule.
Start Time	The exact time when the staff member can start performing the services.
End Time	The exact time when the staff member should stop performing the services.
Schedule Type Section	The type of the schedule rule. One of the following option buttons should be selected: Availability: Indicates (if selected) that the schedule rule defines the times when a staff member is available to perform services. Unavailability: Indicates (if selected) that the schedule rule defines the times when a staff member is not available to perform services (for instance, if he or she is on vacation or sick leave).

Recurrence Section

In this section, you can define the recurrence settings for the schedule rule.


Element	Description
Description	A brief description of the schedule.
Frequency	The frequency which defines how often the schedule recurs. The following options are available Daily: The schedule repeats every x day(s). Weekly: The schedule repeats every x week(s) on the specified day(s) of the week. Monthly: The schedule repeats every x month on the specified day of the month. Yearly: The schedule repeats every x year(s) on the specified day of the selected month(s).

If you select *Daily* in the Frequency box, the following box appears to define the recurrence settings for the daily schedule.
Element	Description
Every x days	An integer that defines the time interval, in days, at which the schedule repeats.

If you select *Weekly* in the Frequency box, the following elements appear to define the recurrence settings for the weekly schedule.
Element	Description
Every x weeks	An integer that defines the number of weeks between each occurrence of the schedule.
Day of the Week	Check boxes used to select the day(s) of the week on which the schedule recurs: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.

If you select *Monthly* in the Frequency box, the following elements appear to define the recurrence settings for the monthly schedule.
Element	Description
Every x months	An integer that defines the time interval in months when the schedule repeats.
First Recurrence	Defines the specific conditions for the initial occurrence of the schedule. The following options are available: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.
Second Recurrence	A check box that indicates (if selected) that the second recurrence is applied to the monthly schedule. Specify one of the following options: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.
Third Recurrence	A check box that indicates (if selected) that the third recurrence is applied. Specify one of the following options: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.
Fourth Recurrence	A check box that indicates (if selected) that the third recurrence is applied. Specify one of the following options: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.

If you select *Yearly* in the Frequency box, the following elements appear to define the recurrence settings for the yearly schedule.
Element	Description
Every x year(s)	An integer that defines the number of years between each occurrence of the schedule.
Month of Year	Check boxes used to select the month or months in which the schedule recurs: January, February, March, April, May, June, July, August, September, October, November, and December.
Schedule On	The day when the schedule repeats. Select one of the following options: Fixed Day of Month: Specify the day of the month on which the schedule will recur. Fixed Day of Week: Specify the weekday and its order in the month for the schedule to recur.